Brooklands Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Brooklands Partners, LLC is a newly formed investment manager that offers discretionary asset management primarily for pooled vehicles and institutional‑type clients. Like many peers, the firm provides ongoing portfolio management under discretionary authority and charges asset‑based advisory fees, though at the time of this filing it reports no assets under management.
The firm’s investment process draws on a mix of fundamental, technical, cyclical and quantitative analysis and tailors portfolios to documented client objectives and risk tolerances. Brooklands routinely delegates portfolio implementation to third‑party sub‑advisors, retaining authority to hire, replace and oversee those managers while remaining the primary relationship for clients.
What is distinctive is Brooklands’ explicit operating model of selecting and supervising external sub‑advisors — a practice it highlights in the brochure and notes as an uncommon feature for firms in this category that can create conflicts (for example, differing fee arrangements among sub‑advisors) that the firm seeks to mitigate through disclosures and supervisory procedures. The firm is led by a principal with prior institutional chief investment responsibilities and a CFA designation, reflecting an institutional investment background that informs its manager‑selection approach.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Fee options
0.50% annually on all assets
Main office location
Brooklands Partners, LLC
Greenwich CT, United States
Number of offices
1
Most active in
Brooklands Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Maine
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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